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VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$10.2B
1-Year Est. Return
34.45%
This Fund
S&P 500
This Quarter
Est. Return
-0.43%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$10.2B
AUM Growth
-$62M
(-0.6%)
Cap. Flow
+$332M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
31.22%
Holding
2,261
New
286
Increased
1,196
Reduced
670
Closed
96
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$19.7M |
| 2 |
Apple
AAPL
|
+$11.2M |
| 3 |
Costco
COST
|
+$9.17M |
| 4 |
Eli Lilly
LLY
|
+$7.35M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$6.74M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$15.4M |
| 2 |
Enterprise Products Partners
EPD
|
+$4.38M |
| 3 |
UnitedHealth
UNH
|
+$3.43M |
| 4 |
Accenture
ACN
|
+$2.82M |
| 5 |
Qualcomm
QCOM
|
+$2.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.59% |
| 2 | Financials | 13.57% |
| 3 | Healthcare | 9.62% |
| 4 | Communication Services | 9.54% |
| 5 | Consumer Discretionary | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1701
Griffon
GFF
$4.07B
| $251K | ﹤0.01% |
+3,456
| New | +$280K |
|
1702
United Natural Foods
UNFI
$2.92B
| $251K | ﹤0.01% |
+5,564
| New | +$213K |
|
1703
AZZ Inc
AZZ
$4.57B
| $250K | ﹤0.01% |
+1,998
| New | +$252K |
|
1704
St. Joe Company
JOE
$3.56B
| $250K | ﹤0.01% |
+3,981
| New | +$266K |
|
|
CON
1705
Concentra Group Holdings
CON
$4.02B
| $250K | ﹤0.01% |
+11,654
| New | +$259K |
|
|
BNT
1706
Brookfield Wealth Solutions
BNT
$11.5B
| $250K | ﹤0.01% |
6,035
+1,132
| +23% | +$51K |
|
1707
Rush Street Interactive
RSI
$3.2B
| $250K | ﹤0.01% |
+11,477
| New | +$220K |
|
1708
Ironwood Pharmaceuticals
IRWD
$627M
| $250K | ﹤0.01% |
71,118
-3,721
| -5% | -$15.3K |
|
1709
ePlus
PLUS
$2.27B
| $249K | ﹤0.01% |
3,309
+495
| +18% | +$40.6K |
|
1710
Sylvamo
SLVM
$1.49B
| $248K | ﹤0.01% |
5,882
+1,122
| +24% | +$52.5K |
|
1711
Plug Power
PLUG
$3.07B
| $248K | ﹤0.01% |
109,688
+65,908
| +151% | +$143K |
|
1712
Gentherm
THRM
$1.36B
| $247K | ﹤0.01% |
8,889
+1,585
| +22% | +$51.8K |
|
1713
Horace Mann Educators
HMN
$2.07B
| $247K | ﹤0.01% |
5,782
+458
| +9% | +$19.8K |
|
1714
AtriCure
ATRC
$1.68B
| $246K | ﹤0.01% |
8,635
+3,277
| +61% | +$112K |
|
1715
nLIGHT
LASR
$4.1B
| $246K | ﹤0.01% |
+4,317
| New | +$234K |
|
1716
SiriusPoint
SPNT
$2.91B
| $246K | ﹤0.01% |
+11,415
| New | +$235K |
|
1717
Greenlight Captial
GLRE
$537M
| $245K | ﹤0.01% |
14,193
+217
| +2% | +$3.16K |
|
|
DHC
1718
Diversified Healthcare Trust
DHC
$2.23B
| $245K | ﹤0.01% |
36,887
+8,213
| +29% | +$52.1K |
|
1719
American Eagle Outfitters
AEO
$2.86B
| $244K | ﹤0.01% |
14,640
+664
| +5% | +$14.9K |
|
1720
Bank of N.T. Butterfield & Son
NTB
$2.39B
| $244K | ﹤0.01% |
4,655
-789
| -14% | -$40.5K |
|
1721
Haemonetics
HAE
$3.54B
| $244K | ﹤0.01% |
4,331
+325
| +8% | +$21.2K |
|
1722
Lemonade
LMND
$4.7B
| $243K | ﹤0.01% |
3,880
+823
| +27% | +$57K |
|
1723
CRISPR Therapeutics
CRSP
$4.73B
| $241K | ﹤0.01% |
+5,073
| New | +$268K |
|
1724
Apogee Therapeutics
APGE
$10.1B
| $241K | ﹤0.01% |
+2,863
| New | +$208K |
|
1725
RH
RH
$3.14B
| $241K | ﹤0.01% |
1,722
-707
| -29% | -$129K |
|
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Vanguard Personalized Indexing Management's Q1 2026 Portfolio in Review
As of Q1 2026, Vanguard Personalized Indexing Management held 2,261 positions worth $10.2B, down 0.6% from $10.3B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Vanguard Personalized Indexing Management deployed $332M of net new capital in Q1 2026, opening 286 new positions and adding to 1,196 existing holdings. Its largest new stake was iShares ESG Aware MSCI EAFE ETF: 16,380 shares worth $1.57M.
By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 33% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Microsoft, an estimated $15.4M trimmed.
- Vanguard Personalized Indexing Management's largest Q1 2026 buy was iShares ESG Aware MSCI EAFE ETF: 16,380 shares worth $1.57M.
- Vanguard Personalized Indexing Management added most to NVIDIA in Q1 2026, an estimated $19.7M increase.
- Vanguard Personalized Indexing Management's biggest Q1 2026 reduction was Microsoft, cutting an estimated $15.4M.
- Vanguard Personalized Indexing Management fully exited Comerica in Q1 2026, selling an estimated $2.77M.
- Vanguard Personalized Indexing Management's ten largest holdings make up 31% of its $10.2B portfolio in Q1 2026.
- Vanguard Personalized Indexing Management opened 286 new positions and closed 96 in Q1 2026.
- Vanguard Personalized Indexing Management's portfolio value fell 0.6% quarter-over-quarter to $10.2B.
Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.